As of the latest SEC filings, Apollo Global Management, Inc. (APO) is held by 796 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,432,613,736.18 in market value, representing 0.07% of its portfolio.
Funds holding Apollo Global Management, Inc. (APO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APO
- CIK:
- 0001858681
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $1,432,613,736.18 | 12,857,779 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.09% | $1,314,607,142.88 | 11,798,664 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.39% | $846,893,288.40 | 6,579,345 | Apr 30, 2026 | Jun 26, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.48% | $791,322,444.36 | 7,102,158 | Mar 31, 2026 | May 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.09% | $665,428,763.52 | 5,972,256 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.19% | $637,582,501.00 | 6,095,435 | Feb 28, 2026 | Apr 27, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.24% | $632,517,635.34 | 5,676,877 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.08% | $618,111,943.20 | 5,909,292 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.09% | $604,658,067.12 | 5,426,836 | Mar 31, 2026 | May 28, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.17% | $530,311,735.08 | 4,759,574 | Mar 31, 2026 | May 28, 2026 |
|
PEYAX
Putnam Large Cap Value Fund
|
MF | Independent / Boutique | 0.98% | $490,661,846.88 | 3,811,854 | Apr 30, 2026 | Jun 24, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.25% | $486,999,215.64 | 4,370,842 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.29% | $442,425,867.48 | 3,970,794 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.73% | $350,496,568.08 | 3,145,724 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.23% | $336,747,357.20 | 3,219,382 | Feb 28, 2026 | Apr 27, 2026 |
|
CUSUX
Six Circles U.S. Unconstrained Equity Fund
|
MF | Independent / Boutique | 0.99% | $304,442,002.44 | 2,732,382 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.09% | $291,710,596.14 | 2,618,117 | Mar 31, 2026 | May 28, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.21% | $237,243,960.72 | 1,843,101 | Apr 30, 2026 | Jun 26, 2026 |
|
LCBEX
ClearBridge Dividend Strategy Fund
|
MF | Franklin Templeton | 2.69% | $235,321,714.08 | 2,112,024 | Mar 31, 2026 | May 28, 2026 |
|
CAFAX
AMCAP Fund
|
MF | Independent / Boutique | 0.25% | $233,004,345.00 | 2,227,575 | Feb 28, 2026 | Apr 27, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.10% | $224,789,688.60 | 2,149,041 | Feb 28, 2026 | Apr 24, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.17% | $215,589,395.12 | 1,674,871 | Apr 30, 2026 | Jun 26, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.22% | $212,326,986.72 | 1,649,526 | Apr 30, 2026 | Jun 26, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.23% | $204,672,394.48 | 1,590,059 | Apr 30, 2026 | Jun 29, 2026 |
|
FAGAX
Fidelity Advisor Growth Opportunities Fund
|
MF | Fidelity | 0.70% | $203,739,880.00 | 1,947,800 | Feb 28, 2026 | Apr 24, 2026 |
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